Yarger Wealth Strategies, LLC Capital Group Core Plus Income Transaction History

Yarger Wealth Strategies, LLC

$183 Million
Q3 2025

A detailed history of Yarger Wealth Strategies, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 9,199 shares of CGCP stock, worth $208,357. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,199

Previous 9,079 1.32%

Holding current value

$208,357

Previous $204,000 2.45%

% of portfolio

0.11%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$22.27 - $22.95 $2,672 - $2,754	120 Added 1.32%	9,199 $209,000
Q2 2025 Jul 25, 2025	BUY	$21.92 - $22.56 $2,433 - $2,504	111 Added 1.24%	9,079 $204,000
Q1 2025 Apr 15, 2025	BUY	$21.94 - $22.64 $196,757 - $203,035	8,968 New	8,968 $200,000
Q3 2024 Oct 07, 2024	SELL	$22.12 - $23.31 $26,632 - $28,065	-1,204 Reduced 4.77%	24,015 $555,000
Q2 2024 Aug 09, 2024	BUY	$21.83 - $22.48 $9,408 - $9,688	431 Added 1.74%	25,219 $560,000

Q1 2024 Apr 29, 2024	BUY	$22.27 - $22.91 $6,881 - $7,079	309 Added 1.26%	24,788 $556,000
Q4 2023 Jan 18, 2024	SELL	$21.01 - $22.93 $20,778 - $22,677	-989 Reduced 3.88%	24,479 $555,000
Q3 2023 Oct 16, 2023	BUY	$21.5 - $22.5 $5,203 - $5,445	242 Added 0.96%	25,468 $547,000
Q2 2023 Jul 27, 2023	SELL	$22.26 - $22.95 $1.35 Million - $1.4 Million	-60,839 Reduced 70.69%	25,226 $561,000
Q1 2023 Apr 13, 2023	BUY	$22.02 - $23.09 $1.9 Million - $1.99 Million	86,065 New	86,065 $1.96 Million

Others Institutions Holding CGCP

# of Institutions

286

Shares Held

210M

Call Options Held

Put Options Held

View Full List

About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
Sector ETFs
Industry ETFs

More about CGCP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Yarger Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Yarger Wealth Strategies, LLC with notifications on news.

Account

Yarger Wealth Strategies, LLC Capital Group Core Plus Income Transaction History